Podcast Episodes
Back to SearchPre-Tax, After-Tax, Roth: How Should You Distribute Your 401(k) Contributions?
People often think of their 401(k) as the set-it-and-forget-it retirement account. You set your contribution amount, get your employer match, and leave it alone. But what if your company gives you pr…
Published on 10 hours ago
A Meaningful Conversation About Money with Former NYT Columnist Carl Richards
Whether you know him as “The Sketch Guy” from his decade-long run as a NY Times columnist or you’ve heard him on a podcast, if you’re interested in the world of finance, you probably know who Carl Ri…
Published on 1 week, 6 days ago
The Good, the Bad, and the Ugly of the OBBBA
With the OBBBA now signed into law, we’re sitting down to walk through the good, the bad, and the ugly. The biggest takeaway is that the new bill has opened the door to some great tax planning opport…
Published on 3 weeks, 6 days ago
Am I Behind? Rethinking Retirement Catch-Up Strategies
Do you ever feel like you're behind on retirement? A 41-year-old listener with over $230,000 saved and a 50%+ savings rate, certainly did. In this episode, we explain why starting late doesn't mean f…
Published on 1 month, 1 week ago
Are You Saving Money in the Right Order?
We all know we should probably save some more, but when we pass the piggy bank phase and have larger amounts of money, things get a little more complicated than just dropping some coins every once in…
Published on 1 month, 3 weeks ago
From Saver to Spender: How to Ease the Emotional Shift into Retirement
Retirement is supposed to be the reward after decades of hard work, but for many, the hardest part is learning how to actually spend the money they’ve saved. In this episode, we explore why that tran…
Published on 2 months, 3 weeks ago
Rethinking Your Retirement Timing
Why do some people delay retirement when they’re more than ready, while others want out the moment they hit the financial edge? In this episode, we explore the emotional weight behind retirement deci…
Published on 3 months ago
What’s the Purpose of Your Money?
What should you do with extra cash when markets feel shaky? In this episode, we break down why your savings rate is the real engine of wealth, and how understanding the purpose behind your money brin…
Published on 3 months, 2 weeks ago
Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know
Is market volatility really all about tariffs? In the wake of the unexpectedly aggressive “Liberation Day,” headlines would have you believe so. But the bigger culprit isn’t trade policy—it’s uncerta…
Published on 4 months ago
The Art of Knowing When to Save or Spend
Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribution limits and employer matching, which opens up …
Published on 4 months, 2 weeks ago